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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,103 | $99,345-38.5% | $84,753-27.9% | $273,972-77.7% |
| Participation rate | 36.4% | 80.7%-44.3pp | 76.6%-40.2pp | 83.0%-46.7pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $490 | $6,645-92.6% | $5,333-90.8% | $10,133-95.2% |